Mosaic Financial Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $873K | Sell |
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|
2018
Q1 | $959K | Sell |
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|
2017
Q4 | $1.06M | Hold |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $969K | Sell |
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|
2017
Q1 | $960K | Sell |
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|
2016
Q4 | $939K | Sell |
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|
2016
Q3 | $979K | Sell |
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|
2016
Q2 | $1.43M | Sell |
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|
2016
Q1 | $2.42M | Buy |
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|
2015
Q4 | $2.15M | Sell |
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|
2015
Q3 | $2.24M | Sell |
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|
2015
Q2 | $2.65M | Sell |
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|
2015
Q1 | $2.63M | Buy |
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|
2014
Q4 | $2.36M | Buy |
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|
2014
Q3 | $2.31M | Sell |
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|
2014
Q2 | $2.54M | Sell |
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|
2014
Q1 | $2.61M | Sell |
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|
2013
Q4 | $2.56M | Buy |
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|
2013
Q3 | $2.44M | Sell |
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|
2013
Q2 | $2.17M | Buy |
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